Map the actual flow
We document how work moves today — where it starts, who touches it, which systems are involved, and where it stops, waits, or gets re-entered. We look for the real exceptions, not just the happy path.
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Process automation
Automations & Agentic Workflows
Some work cannot be solved by a dashboard. It needs a custom operating flow: the trigger, the data, the decision rules, the approval point, and the system update all wired together around how your team actually works.
Client question
Which recurring handoffs, approvals, follow-ups, and status checks are slowing the operation down?
We sit with the client team, map the actual flow of work, identify the systems and people involved, and design the automation around the real exceptions — not just the happy path.
Outcome
A production workflow that watches the right trigger, prepares the next step, routes the exception, and leaves a clear audit trail.
In practice
What this looks like for a real client.
A large private bank works with 20,000+ Direct Sales Agents who sell loan products on its behalf. Every month, each agent must submit a physical invoice for commission payment — a process plagued by inaccuracies, delays, and manual effort on both sides. We replaced this entirely with a digital platform: admin uploads vendor master data and monthly payment sheets, the system auto-generates invoices for each vendor, agents e-sign through a self-service portal, and signed invoices flow directly into the payment approval queue. Settlement time dropped from 30-45 days to under 24 hours.
How it works
We design around how the work actually moves.
Design the custom logic
We define triggers, decision rules, exception paths, approval points, and system writebacks. For consequential actions (payments, status changes, external communications), we build explicit approval gates.
Build and test
We wire data inputs, automation logic, tool calls, schedules, and audit trail. Test against real records and edge cases — including what happens when a system is down or data is missing.
Run the pilot, hand over the runbook
Your team runs the workflow in production with us watching. We hand over the operating procedure, failure paths, ownership model, and a clear way to expand the flow to the next use case.
Role of AI
Not a generic chatbot. Specific techniques, applied to specific data.
Document intelligence extracts structured data from unstructured images of cheques, identity documents, GST certificates, and bank passbooks. Automated cross-validation flags mismatches between submitted documents before they reach the payment stage — preventing rework that would otherwise take days to catch. Anomaly detection identifies duplicate or fraudulent claims at submission time.
Selected engagements
Not slides. Shipped work, running in production.
Financial Services
DSA Invoice & e-Signature Platform
20,000+ vendors, 40,000 invoices/month
Settlement time cut from 45 days to < 24 hours. Zero physical invoices.
Pharma
Scheme Claim Settlement Automation
150,000-200,000 invoices/month, 40-person team replaced
Processing dropped from weeks to hours. Scheme leakage reduced.
CPG
Automated KYC & Retail Payment Execution
10,000+ stores, 200,000+ transactions
KYC processing < 1 minute. Payment turnaround under 24 hours.
Deliverables
Shipped at the end of the engagement
- Workflow map with triggers, decision points, approvals, and exception paths
- Custom automation logic connected to required systems and data sources
- Testing plan with sample records, edge cases, and activation criteria
- Runbook covering ownership, monitoring, retries, and escalation
What we need
What we need from your team to begin
- Process owner access for workflow walkthroughs
- Sample records and exception examples
- API, export, webhook, or system access where needed
- Clear approval rules for consequential actions
Timeline
A practical delivery cadence, not an open-ended discovery.
Discovery and workflow map
Workshops with process owners, sample records, system access review, and automation scope. By Friday, a documented flow with trigger points and exception paths.
Build and integration
Custom logic, connectors, approvals, writebacks, and test runs on representative data. Edge cases tested before activation.
Pilot and handover
Production pilot with real records. Runbook handover, monitoring setup, and fixes from first real use.
Industries
Where we have delivered this service.
Financial Services
DSA invoice automation, KYC verification, payment execution workflows
Pharma & CPG
Scheme claim settlement, distributor payment reconciliation, retailer onboarding
Manufacturing
Order-to-invoice automation, supplier PO matching, quality hold release workflows
Good fit
When this service is the right answer
- Manual handoffs across ERP, spreadsheets, email, and approvals
- Recurring status checks or follow-ups that depend on current data
- Operational workflows where failure needs a visible escalation path
Honest call
When this is not the right choice
- The workflow is purely internal to one system — use that system's native automation
- The process changes every cycle and has no repeatable pattern
- You need a standard integration between two modern APIs with no custom logic — an iPaaS tool is cheaper
Start the engagement
Start with the handoff that keeps getting stuck.
We scope the first project around that problem, deliver a working result in weeks, and stay on as an operations partner — because the platform keeps getting sharper after go-live.